Insights

Alternative assets such as private equity, infrastructure, and select private credit strategies offer differentiated return potential and valuable diversification beyond traditional public markets. These investments provide access to long-term growth, illiquidity premiums, and alpha through active management—particularly in areas like buyouts, venture capital, and direct lending. Institutional investors often allocate meaningfully to these strategies to enhance risk-adjusted returns and align capital with long-duration objectives.

That said, these assets carry trade-offs, including limited liquidity, valuation complexity, and elevated fees, making manager selection and long-term commitment critical. With these considerations in mind, we aim to take a disciplined, strategic approach—selecting alternative exposures that best complement the broader portfolio, while maintaining prudent sizing in line with risk tolerance and liquidity needs.